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Avoid surprises next tax season.

If you owed taxes this year—or received a refund that felt too big—your paycheck withholdings might be off. This *free review helps you understand what happened and how to adjust moving forward.

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What’s Included:

  • A review of your 2024 federal tax return

  • A personalized walkthrough of your W-4

  • Clear guidance on how to update your withholdings

  • Tips to align your tax strategy with your income and goals

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*There is a refundable $50 deposit to book this service. Clients who attend their appointments will be returned their deposit in full. 

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